AP

Advisors Preferred Portfolio holdings

AUM $606M
1-Year Est. Return 21.45%
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$528K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.1M
3
+$20.8M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.21M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$4.06M

Top Sells

1
+$21M
2
+$20.8M
3
+$19.1M
4
PGX icon
Invesco Preferred ETF
PGX
+$8.15M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.42M

Sector Composition

1 Real Estate 1.57%
2 Technology 1.24%
3 Consumer Discretionary 0.97%
4 Industrials 0.94%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.22%
2,700
-200
52
$391K 0.18%
+4,044
53
$388K 0.17%
3,446
-193
54
$388K 0.17%
+4,785
55
$384K 0.17%
3,254
+1,145
56
$382K 0.17%
7,610
-3,540
57
$373K 0.17%
20,190
+18,690
58
$330K 0.15%
+3,436
59
$319K 0.14%
+3,097
60
$318K 0.14%
+1,436
61
$314K 0.14%
+698
62
$312K 0.14%
2,363
-4,744
63
$309K 0.14%
+3,117
64
$308K 0.14%
+3,888
65
$299K 0.13%
+2,484
66
$298K 0.13%
+3,391
67
$286K 0.13%
4,251
+2,202
68
$278K 0.12%
+4,516
69
$278K 0.12%
+6,812
70
$266K 0.12%
+8,378
71
$256K 0.11%
6,308
+1,952
72
$255K 0.11%
24,527
+6,979
73
$254K 0.11%
6,349
+726
74
$252K 0.11%
3,806
+1,797
75
$250K 0.11%
8,528
-1,984
1 2
3
4 5